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United Bankshares

346 hedge funds and large institutions have $3.75B invested in United Bankshares in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 122 increasing their positions, 113 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more call options, than puts

Call options by funds: $4.56M | Put options by funds: $912K

55% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 29

3% more funds holding

Funds holding: 335346 (+11)

2.62% more ownership

Funds ownership: 71.16%73.78% (+2.6%)

8% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 113

5% more capital invested

Capital invested by funds: $3.57B → $3.75B (+$177M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

Holders
346
Holders Change
+11
Holders Change %
+3.28%
% of All Funds
4.56%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
45
Increased
122
Reduced
113
Closed
29
Calls
$4.56M
Puts
$912K
Net Calls
+$3.65M
Net Calls Change
-$721K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$742M +$6.84M +173,744 +0.9%
Vanguard Group
2
Vanguard Group
Pennsylvania
$537M +$4.55M +115,681 +0.8%
State Street
3
State Street
Massachusetts
$321M +$30.1M +764,681 +10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$295M -$2.5M -63,452 -0.8%
EARNEST Partners
5
EARNEST Partners
Georgia
$158M +$1.18M +29,898 +0.7%
Victory Capital Management
6
Victory Capital Management
Texas
$146M -$4.57M -116,126 -3%
Geode Capital Management
7
Geode Capital Management
Massachusetts
$124M -$132K -3,360 -0.1%
SAM
8
Silvercrest Asset Management
New York
$88.1M -$4.23M -107,461 -4%
Northern Trust
9
Northern Trust
Illinois
$66.6M +$8.4M +213,441 +14%
Charles Schwab
10
Charles Schwab
California
$64.2M +$1.48M +37,532 +2%
VNIM
11
Vaughan Nelson Investment Management
Texas
$60.5M +$2.13M +54,089 +3%
Fuller & Thaler Asset Management
12
Fuller & Thaler Asset Management
California
$56.6M -$192K -4,874 -0.3%
Norges Bank
13
Norges Bank
Norway
$54.7M +$9.72M +246,931 +20%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$52.4M -$540K -13,708 -1%
Goldman Sachs
15
Goldman Sachs
New York
$49.4M +$11.2M +284,055 +28%
Bank of America
16
Bank of America
North Carolina
$45.1M -$3.95M -100,331 -8%
Fisher Asset Management
17
Fisher Asset Management
Washington
$44M -$1.92M -48,683 -4%
ProShare Advisors
18
ProShare Advisors
Maryland
$42.2M +$1.65M +41,819 +4%
UBS Group
19
UBS Group
Switzerland
$41.5M +$36.4M +923,288 +511%
Morgan Stanley
20
Morgan Stanley
New York
$34.7M +$1.34M +33,981 +4%
Invesco
21
Invesco
Georgia
$33.8M +$2.41M +61,109 +7%
JP Morgan Chase
22
JP Morgan Chase
New York
$31.2M +$9.29M +235,955 +40%
N
23
Nuveen
North Carolina
$30.3M -$2.87M -73,015 -8%
UBV
24
United Bank (Virginia)
Virginia
$27.4M -$634K -16,096 -2%
BNP Paribas Asset Management
25
BNP Paribas Asset Management
France
$24.6M +$7.38M +187,401 +40%

UBSI Hedge Fund Activity: Q4 2024 in Review

346 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in United Bankshares (UBSI) for Q4 2024, worth a combined $3.75B — up 4.9% from $3.57B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new UBSI positions and 29 closed out — a net gain of 16 holders — while 122 added to existing stakes and 113 trimmed.

The largest buyer was UBS Group, adding an estimated $36.4M. The largest seller was Connor, Clark & Lunn Investment Management (CC&L), cutting an estimated $8.88M.

  • 346 institutional investors held United Bankshares (UBSI) as of Q4 2024, up from 335 in Q3 2024.
  • Funds reported $3.75B of United Bankshares stock for Q4 2024, up 4.9% quarter-over-quarter.
  • 45 funds opened new United Bankshares positions in Q4 2024 and 29 closed out, a net change of +16 holders.
  • The largest United Bankshares buyer in Q4 2024 was UBS Group, an estimated $36.4M added.
  • The largest United Bankshares seller in Q4 2024 was Connor, Clark & Lunn Investment Management (CC&L), an estimated $8.88M sold.

Based on aggregated 13F filings for Q4 2024.